U.S. Capital Markets Stock News

Newmark Group (NMRK) has been appointed exclusive leasing agent for Comstock’s more than 3.2 million square foot Trophy and Class A office portfolio in Northern Virginia’s Dulles Corridor, with a focus on Reston Station and Loudoun Station. See our latest analysis for Newmark Group. The appointment for Comstock’s Dulles Corridor portfolio comes after a busy February in which Newmark arranged a $415m refinancing for a 2.4m square foot grocery anchored retail portfolio and added senior...

Merchants Bancorp (NasdaqCM:MBIN) has been added to multiple major S&P indices, increasing its visibility to index funds and institutional investors. The company has authorized a substantial multi year stock repurchase program, signaling a shift in capital allocation priorities. Management reports improved asset quality and record tangible book value, pointing to changes in the balance sheet profile. These developments arrive alongside insider selling activity, raising fresh questions about...

CoStar Group (NasdaqGS:CSGP) has amended its Executive Severance Plan in response to an ongoing proxy contest and related lawsuit. The changes are tied to activist investor pressure, including public engagement from D. E. Shaw over governance and potential change of control issues. The revised plan is intended to address legal risk around leadership transitions and preserve management continuity during a contested proxy process. CoStar Group, known for its commercial real estate information...

In early February 2026, ePlus inc. reported third-quarter fiscal 2026 results showing higher revenue and earnings, raised full-year 2026 net sales guidance to 20%–22% year-over-year growth from mid-teens, confirmed a US$0.25 quarterly dividend, updated on recent share buybacks, and reiterated its acquisition plans to expand solutions and geographic reach. A distinctive angle for investors is how ePlus is combining stronger earnings and upgraded guidance with capital returns and a stated...

In recent days, AutoZone has prepared to release its fiscal second-quarter results and investor call, with investors closely watching margins, pricing, demand trends, and management’s plans for aggressive store openings and continued share repurchases. Analysts point to steadily rising revenues and an earnings outlook that currently anticipates modest year-over-year growth, helping explain why management’s comments on profitability and buybacks have become such an important focus for market...

Brightline Capital Management, LLC previously exited its entire Enviri stake, selling 1,400,000 shares for about US$17.77 million, representing 7.3% of the fund's prior-quarter assets under management. The move highlights how Enviri's lowered full-year guidance and shrinking margins may be influencing major institutional holders' confidence in the company's operations. Next, we'll examine how Brightline's full exit amid operational headwinds may influence Enviri's investment narrative and...

From what we can see, insiders were net buyers in ENvue Medical, Inc.'s ( NASDAQ:FEED ) during the past 12 months. That...

What Recent Returns Say About DENTSPLY SIRONA DENTSPLY SIRONA (XRAY) has attracted fresh attention after a recent move in its share price, with the stock up around 6% over the past month and roughly 26% over the past 3 months. That recent strength contrasts with a negative 1 year total return near 26% and deeper losses over the past 3 and 5 years. This puts the current share price of $12.95 and recent performance into a longer term context for investors. See our latest analysis for DENTSPLY...

Why Confluent (CFLT) is on investors’ radar today Confluent (CFLT) is drawing attention after recent share performance data highlighted contrasting returns, including a gain over the past 3 months and a decline across the past year. This pattern is prompting fresh questions about its valuation. See our latest analysis for Confluent. The recent 34.86% 3 month share price return contrasts with a 12.31% decline in 1 year total shareholder return. This suggests that momentum has picked up again,...

Deluxe Corporation’s recently filed 2025 Form 10-K shows it continuing to pivot from traditional check printing toward payments, data solutions, and print services, while reducing selling, general and administrative expenses and paying down debt to strengthen its financial position. However, the filing and subsequent commentary also highlight tension between the company’s ambitions in higher-margin digital services and investor concerns that growth in payments and software is not yet...

1st Source Corporation recently reported a very strong fourth quarter, with revenue up 13.3% year on year and net interest income and EPS ahead of analyst expectations, while also marking its 38th consecutive year of dividend growth and fifth straight year of record net income. Alongside these results, 1st Source is scheduled to share its outlook and performance at the KBW 2026 Winter Financial Services Conference in Boca Raton on 11 February 2026, underscoring how management is positioning...

Why Keith Barr’s appointment matters for CarMax (KMX) CarMax (KMX) has put leadership change at the center of its turnaround effort, appointing former InterContinental Hotels Group chief executive Keith Barr as president, CEO, and board member effective March 16, 2026. The board is turning to Barr’s experience in large consumer businesses, digital transformation, and customer experience to address CarMax’s ongoing sales and profitability challenges and to help shape the company’s next phase...

Key Insights The considerable ownership by retail investors in Minerva Neurosciences indicates that they collectively...

Earlier in February, William Blair initiated coverage on Dave Inc. with an Outperform rating after the company previewed fourth-quarter results showing operating revenue growth above prior guidance and stronger-than-expected credit performance. The combination of rapid operating revenue expansion and an improved 28-day past-due rate has sharpened attention on Dave’s potential to reshape how small, short-duration unsecured loans are delivered versus traditional banks. With William Blair...

Tyler Technologies, Inc. has already reported its fourth-quarter and full-year 2025 results, with revenue rising to US$575.18 million for the quarter and US$2.33 billion for the year, while net income reached US$65.53 million and US$315.6 million respectively. Alongside record recurring revenue and strong SaaS momentum, the company authorized a new US$1.00 billion share repurchase program and advanced its AI initiatives and cloud transitions, reshaping its public sector software profile. We...

Darden Restaurants has begun shutting down its remaining 28 Bahama Breeze locations, with 14 already permanently closed before April 5, 2026, and the other 14 earmarked for conversion into different Darden-brand restaurants. This move signals a clear repositioning of Darden’s casual dining portfolio as it reallocates assets from Bahama Breeze to concepts it views as stronger fits. We’ll now examine how repurposing half of the Bahama Breeze sites into other Darden brands could influence the...

First Citizens BancShares (FCNC.A) has come onto investors’ radar after recent share price swings, with the stock up around 116% over the past 3 months but showing weaker returns over the past month and year. See our latest analysis for First Citizens BancShares. Recent trading has cooled after a strong run, with a 7 day share price return of 6.9% and a 30 day share price return of 7.54% pulling back some of the prior 90 day share price gain of 11.56%. Over a longer horizon, the 3 year total...

Piedmont Realty Trust (PDM) just posted its strongest annual leasing volume in over a decade for 2025, supported by higher rental rates, updated 2026 financial guidance and recent debt refinancing aimed at improving earnings stability. See our latest analysis for Piedmont Realty Trust. The recent leasing update comes after a busy period for Piedmont Realty Trust, including a Q4 2025 earnings release that reported a full year net loss of US$83.62 million and the promotion of a new Co Chief...

LifeStance Health Group overview LifeStance Health Group (LFST) has drawn investor interest recently as its share price sits at $7.03, with mixed return patterns across the past week, month, and past 3 months. See our latest analysis for LifeStance Health Group. At a share price of $7.03, LifeStance Health Group shows a 13.39% 90 day share price return and a 1.01% year to date share price return. The 1 year total shareholder return of an 11.79% decline contrasts with a 28.99% gain over three...

Recently, analysts highlighted EPAM Systems as holding a Zacks Rank #2 (Buy) with comparatively attractive valuation metrics versus peer Infosys, reflecting an improved earnings outlook based on consensus expectations. This favorable ranking and relative value profile has drawn investor focus to EPAM’s role within the IT services sector as a potentially more attractively priced, higher-quality earnings story than some competitors. We’ll now explore how this improved analyst ranking and...

In February 2026, Brown & Brown, Inc. launched a US$250 million accelerated share repurchase with Bank of America, N.A., following the completion of a US$622.96 million buyback program that retired 17,785,072 shares since 2015. The company also released its 2026 Market Trends report, underscoring how its scale and international footprint may help clients manage evolving insurance market conditions. Next, we’ll examine how this accelerated share repurchase, within a broader US$1.5 billion...

Four Corners Property Trust (FCPT) has drawn fresh attention after reporting fourth quarter and full year 2025 earnings, with higher revenue and net income, as well as continued portfolio expansion, shaping current investor discussion around the stock. See our latest analysis for Four Corners Property Trust. At a share price of $24.37, Four Corners Property Trust has had a mixed run recently, with a 1 day share price return slightly lower and a 7 day share price return weaker, while the year...

Recently, Wells Fargo cut its rating on Arcus Biosciences to “Equal-Weight,” signaling a reassessment of the company’s positioning among peer biotech names. This shift adds to a series of diverging analyst views, highlighting how differing interpretations of Arcus’s clinical pipeline are shaping expectations for the business. Next, we’ll examine how Wells Fargo’s rating downgrade interacts with Arcus Biosciences’ casdatifan-centered investment narrative and broader clinical ambitions. We've...

In February 2026, NMI Holdings, Inc. reported past fourth-quarter 2025 revenue of US$180.74 million and net income of US$94.22 million, alongside full-year 2025 revenue of US$706.44 million and net income of US$388.93 million. The company paired this earnings performance with US$14.2 billion of new insurance written in the quarter, record primary insurance-in-force of US$221.4 billion, share repurchases of US$31 million, and the appointment of experienced financial services executive Renu...